Sales ops ·

Unity saves four hours per week using Clari for revenue forecasting and leak detection

The problem

Unity's sales leadership found forecasting painful and error-prone when relying on Salesforce and spreadsheets, with no single source of truth, revenue leak going undetected, and slipped deals lacking clear root-cause diagnosis.

Workflow diagram · grounded in source
1
Opportunity logging in Clari
trigger
“how they forecast, log opportunities, and more”
2
Automatic forecast rollup
integration
“automatically rolling up forecasts”
3
Pulse and Waterfall deal review
human_review
“I spend a significant chunk of my time in Pulse and Waterfall to understand how deals are shifting”
4
Slipped deal diagnosis
validation
“Clari shows Unity where the slip happened. Beginning of the quarter? Middle? End?”
5
Revenue leak identification
validation
“Unity uses Clari to identify revenue leak. Specifically: - Lost reason analysis: Where are deals being lost (and why)? - "Stuck" deals: Deals that exist but are not moving.”
6
C-suite forecast reporting
output
“Raphael leans heavily on Clari as a reliable data point to triangulate with a few other data sources to come up with a final forecast number”
7
Cross-functional insights sharing
feedback_loop
“Insights gained from Clari are informing conversations and decisions that the marketing and product teams are making”
Reported outcome

Clari became Unity's single source of truth for forecasting, saving the RevOps team an average of four hours per week, giving leadership instant visibility into deal shifts and revenue leak, and eliminating the need for an additional headcount to roll up numbers.

Reported metrics
RevOps hours saved per weekaverage of four hours per week
Headcount avoidancewould need an additional headcount just to roll up all the numbers
Team productivityeverybody more productive
Time savingsThe time savings is huge
Reported stack
Salesforce
Source
https://www.clari.com/resources/customer-stories/unity/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Clari became Unity's single source of truth for forecasting, saving the RevOps team an average of four hours per week, giving leadership instant visibility into deal shifts and revenue leak, and eliminating the need f…

What tools did this team use?

Salesforce.

What results were reported?

RevOps hours saved per week: average of four hours per week; Headcount avoidance: would need an additional headcount just to roll up all the numbers; Team productivity: everybody more productive; Time savings: The time savings is huge (source-reported, not independently verified).

How is this sales ops AI workflow structured?

Opportunity logging in Clari → Automatic forecast rollup → Pulse and Waterfall deal review → Slipped deal diagnosis → Revenue leak identification → C-suite forecast reporting → Cross-functional insights sharing.

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